Nationwide Bailard International Equities' management team has the proper background and experience to run a quantitative strategy, but limited support and unimpressive results don’t inspire confidence. All share classes receive a Morningstar Analyst Rating of Neutral.
Nationwide Bailard Intl Eqs C NWHKX
NAV / 1-Day Return
9.19
/
0.76
%
Total Assets
214.4 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.030%
Expense Ratio
2.030%
Fee Level
Above Average
Longest Manager Tenure
15.37
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
1.19%
Turnover
53%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will NWHKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHKX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NWHKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of NWHKX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A strategy going through a prolonged rough stretch.
